UnitedHealth shares owned by Lifeworks Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Lifeworks Advisors
from 13F filings
Historical chart of Lifeworks Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Lifeworks Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $551k | 1.6k | 345.30 |
| 2025-06-30 | $481k | 1.5k | 311.97 |
| 2025-03-31 | $773k | 1.5k | 523.75 |
| 2024-12-31 | $751k | 1.5k | 505.86 |
| 2024-09-30 | $845k | 1.4k | 584.68 |
| 2024-06-30 | $607k | 1.2k | 509.26 |
| 2024-03-31 | $577k | 1.2k | 494.70 |
| 2023-12-31 | $568k | 1.1k | 526.47 |
| 2023-09-30 | $520k | 1.0k | 504.19 |
| 2023-06-30 | $510k | 1.1k | 480.64 |
| 2023-03-31 | $502k | 1.1k | 472.59 |
| 2022-12-31 | $515k | 971 | 530.18 |
| 2022-09-30 | $753k | 1.4k | 555.31 |
| 2022-06-30 | $807k | 1.6k | 513.36 |
| 2022-03-31 | $787k | 1.5k | 510.05 |
| 2021-12-31 | $963k | 1.9k | 502.35 |